Deborah Roth, CPA

Deborah Roth, CPA

Deborah joined Source Advisors as the Managing Director of R&D Tax Credits in 2009. Formerly with PwC and another boutique R&D tax credit firm, Deb has overseen more than 4,000 R&D tax credit studies in the over 20 years that she has focused solely on...
Moises Romero

Moises Romero

Moi joined Source Advisors in 2007 and currently leads the Tax Controversy Practice. He has more than 18 years’ experience working with R&D tax credits across all qualifying industries as well as significant IRS audit experience, including appeals. He is...
George Marfeo, MBA

George Marfeo, MBA

George joined Source Advisors in 2007 and is a Senior Director of R&D Tax Credit Consulting. His former experience includes working at PwC in the national R&D tax credit practice and tax compliance experience at KPMG as well as experience at a regional...
Laura Card

Laura Card

Laura joined Source Advisors in 2017 and is a Senior Manager over Quality and Content Compliance in the R&D Tax Credit department. In this role, her primary responsibilities include management of the Content Compliance team and report deliverables. Laura has...
Andrea Stone

Andrea Stone

Andrea joined Source Advisors in July 2020 as the Client Services Director for the R&D Team. Her primary responsibility is leveraging her technical background to serve as a liaison between Source Advisors customers and both the sales and technical teams. Andrea...